Financials

Financial statements

2014 Statements of Financial Position (unaudited) (pdf)

2014 Statements of Activities (unaudited) (pdf)

2013 Combined Assets (unaudited) (pdf)

Form 990-PF

Download a copy of our 2013 Form 990-PF.

Investment approach

The Foundation's investment team was created in July 2008 and engages external money managers to invest globally across different asset classes. Because the Foundation was established to exist in perpetuity, the investment team takes a long-term view toward asset management.

As of December 31, 2014 the team managed approximately $5.3 billion in assets ($2.5 billion in Foundation assets and $2.8 billion in related charitable entities). The Foundation's assets are invested using the following asset allocation targets:

investment approach updated